CPC, ACC, Coach
Larry is an experienced trainer and coach with more than 27 years experience helping people develop themselves to achieve their own and their employers’ goals.
In his role as First Vice President and Group Manager of Advanced Financial Advisor Development, Team Development and Practice Management at UBS Financial Services, Inc., he spearheaded all training initiatives for top quintile revenue producers, including needs analysis and fact finding, best practice research, program design and delivery, implementation coaching and success measurement. Subject matters included sales training, team formation and development, financial planning, change management, practice management, and succession planning. Larry is an accomplished presenter/facilitator in the classroom with a very engaging delivery style. At UBS he consistently ranked in the top 1% of facilitator rankings in a field of more than 500 internal and external presenters and was a sought-after facilitator.
Larry has trained and coached leaders, executives and top performing Financial Advisors in the US and in Europe, and as Master Coach and Coaching Team Head at UBS in the USA where he was responsible for the talent development of others in their coaching organization. During a multi-year assignment at UBS home office in Zürich, Switzerland he was co-facilitator of Senior Leadership Development Programs as part of his role in the leadership development initiative in their Wealth Management and Business Banking Division.
From 1991-1998 he was Manager of Initial Financial Consultant Training at Merrill Lynch, which included all training on all topics needed for a financial advisor to get started successfully in the financial services industry. This includes licensing, sales, prospecting, product, financial planning, and technology.
In the coaching world, Larry was awarded the credential Certified Professional Coach from the International Coach Academy and is a member of the International Coaching Federation. He studied extensively with Harvard University professors Robert Kegan and Lisa Lahey and is certified in their “Immunity to Change” coaching model, and with Darden School of Business, University of Virginia professors Jack and Carol Weber with whom he studied “360-Degree Feedback Coaching.” These experiences, along with others, focused on separate and complementary aspects of training and implementation coaching that provides an outstanding client experience.